March 15, 2022
A Rod Tidwell Market
“Show me the money!” (Mar-22)
February 14, 2022
Is the (Liquidity) Party Over?
Inflation, interest rates and liquidity (Feb-22)
February 4, 2022
Carbon, Slavery and Poker
ESG Observations and 1H2022 Proxy Voting Report (Jan-22)
January 18, 2022
Being Early is Not as Important as Being Right
Flywheels or Waterwheels (Jan-22)
December 13, 2021
Unlocking the Source of Long-term Equity Returns
Small Cap Growth vs Equity Dilution (Dec-21)
November 22, 2021
Benefits of Small Caps in an Equity Portfolio
The four primary ways Small caps provide diversification (Nov-21)
November 15, 2021
Longwave Capital Partners appoints new Portfolio Manager
Longwave Capital Partners has announced the appointment of Melinda White as Portfolio Manager. Ms White brings more than 20 years of buy-side investment experience across both domestic and global markets. Prior to joining Longwave, Melinda served as Investment Director, Active…
October 12, 2021
Inflation and Bond Yields Coming Out of Lockdown
Rise of inflation and bond yields (Oct-21)
September 22, 2021
A Reporting Season All About Growth
Quality businesses heading in the right direction (Sep-21)
August 17, 2021
Stockhead: Forget ‘growth’ or ‘value’, ASX fund managers want quality — and here’s how one fundie judges it
This Stockhead article follows a recent interview with David Wanis, where he discusses why Longwave believes quality stocks are more important than 'growth' or 'value' stocks. Read full article.Disclaimer This communication is prepared by Longwave Capital Partners (‘Longwave’) (ABN 17…